Speed-to-Power Bottlenecks Undermine US AI Dominance & Data Center Revenue
AI data centers face unprecedented power bottlenecks, threatening U.S. competitiveness and causing costly deployment delays. Future load growth uncertainty challenges normal planning horizons and tools. Traditional grid expansion encounters long lead times, leaving utilities with a choice: risk stranded assets through overbuild or fall behind in the global AI race. Flexible onsite generation offers a third path by delivering immediate power, protecting ratepayers, and integrating seamlessly with renewables to ensure both reliability and speed to power.